Yes! EZ Numbers was designed to help entrepreneurs who have a great idea for a company, but no experience with accounting or Excel. Just enter the information about your expenses, personnel costs, sales, and your pro formas will be made automatically.

The Sales module does have some powerful formulas for building regular monthly sales, but you can use EZ with virtually any kind of company. From a C Corp that sells products every month to a real estate LLC that sells 10 homes a year to an S Corp that does content licensing deals.EZ Numbersautomatically creates a custom P&L, Balance Sheet, and Cash Flow for your type of company – whether you have Preferred and Common stock in a Corp or one class of Member Capital in an LLC.

If you can think it, EZ can model it. EZ Numbers has three levels of revenue model building:

1. Formulas that easily build out monthly sales.2. Customizing the formulas to add seasonality, price changes, one-time commissions, etc.3. Line items for revenues and cost of goods that you can import your model to, which go directly to the P&L

This gives you powerful, time-saving formulas but also the complete freedom to build your model completely from scratch.

Yes. EZ Numbers calculates your valuation based on either Revenue, Earnings, or Stock price. EZ also tracks all investor payments, dividends, profit shares, and sale of the company. It will show you the ROI (Return on Investment) and NPV (Net Present Value) for each investor too, so that you can show them how their investment performs.

Yes, EZ shows you all these and more. IRR (Internal Rate of Return), NPV (Net Present Value), and ROI (Return on Investment) are important investor performance figures, and they’re all done automatically for you.

“Home” also provides a general summary. Each screen has its own Help screen that will walk you through what you need to know. And you can always e-mail us at info@eznumbers.com with any questions you have. Tech support is free.

While there’s no magic one size fits all here, EZ Numbers adheres to GAAP and appropriate IRS conventions. We recommend that you show your file to your accountant. They might be impressed with how far you’ve come.

Once you start, and see the effects of each number you enter, you’ll start to learn about your business in whole new way. You might be surprised with how much you do. You can always ask someone to advise you, or give us a shout to see how we can help.

#REF error usually means that you have cut and pasted data into a cell that has a formula. #VALUE error means that you have entered an invalid data type – such as letter or apostrophe. To correct them, you can try clicking the Undo button, or examining the input cells that you have recently modified.

Installation

1. Look for the e-mail with the download link. You may need to check your Spam folder. Click on the download link.

2. Click to download.

3. Save the file.

4. Find the file in your download folder and open.

5. Install the file.

6. You may see this dialog box the first time you open EZ Numbers. If you do, click”Enable Macros.”

7. EZ Numbers will now be saved in a folder called EZ Numbers in your Program Files. You may see this Security Warning. If so, click “Enable Content”

8. When you save EZ Numbers the first time, we recommend you save a working copy in to your Documents folder. That way you always have a clean, back-up copy in your Program Files folder.

Save the file as “Excel Macro-Enabled Workbook.” If you save in another format, it will not work. It will then be a .xlsm file. Macros are basically recorded key strokes that allow for navigation and functionality shortcuts.

9. When you open the program, you’ll be on the Home sheet. You’ll see this Macro test. If you click the “Check Macros” button and the blue text appears, you are all set and you can ignore the rest of these instructions and start making your pro formas.

10. Continue only if you’re having troubles with Macros – Click File on the upper left hand corner, then Options on the bottom.

11. Click “Trust Center” on the left, then “Trust Center Settings” on the right.

12. Click “Macro Settings” on the left. Select “Disable all macros except digitally signed macros” in the middle. Then click Ok on the bottom.

13. Last step! Save Excel, quit the application, then re-open.

If the macros don’t work, you can try “Enable all macros.” Then when you’re done using EZ Numbers, change the security setting back to whatever you like. Note, EZ Numbers has gone through the Trusted Publisher certification process, and poses no threat to your system.

We apologize for the hoops you have to jump through to configure the program, but now you’re all set, and can make your custom pro formas today.

PC 2013

1. Look for the e-mail with the download link. You may need to check your Spam folder. Click on the download link.

2. Click to download.

3. Save the file.

4. Find the file in your download folder and open.

5. Install the file.

6. You may see this dialog box the first time you open EZ Numbers. If you do, click”Enable Macros.”

7. EZ Numbers will now be saved in a folder called EZ Numbers in your Program Files. You may see this Security Warning. If so, click “Enable Content”

8. When you save EZ Numbers the first time, we recommend you save a working copy in to your Documents folder. That way you always have a clean, back-up copy in your Program Files folder.

Save the file as “Excel Macro-Enabled Workbook.” If you save in another format, it will not work. It will then be a .xlsm file. Macros are basically recorded key strokes that allow for navigation and functionality shortcuts.

9. When you open the program, you’ll be on the Home sheet. You’ll see this Macro test. If you click the “Check Macros” button and the blue text appears, you are all set and you can ignore the rest of these instructions and start making your pro formas.

10. Continue only if you’re having troubles with Macros – Click File on the upper left hand corner, then Options on the bottom.

11. Click “Trust Center” on the left, then “Trust Center Settings” on the right.

12. Click “Macro Settings” on the left. Select “Disable all macros except digitally signed macros” in the middle. Then click Ok on the bottom.

13. Last step! Save Excel, quit the application, then re-open.

If the macros don’t work, you can try “Enable all macros.” Then when you’re done using EZ Numbers, change the security setting back to whatever you like. Note, EZ Numbers has gone through the Trusted Publisher certification process, and poses no threat to your system.

We apologize for the hoops you have to jump through to configure the program, but now you’re all set, and can make your custom pro formas today.

PC 2010

1. Look for the e-mail with the download link. You may need to check your Spam folder. Click on the download link.

2. Click to download.

3. Save the file.

4. Find the file in your download folder and open.

5. Install the file.

6. You may see this dialog box the first time you open EZ Numbers. If you do, click”Enable Macros.”

7. EZ Numbers will now be saved in a folder called EZ Numbers in your Program Files. You may see this Security Warning. If so, click “Enable Content”

8. When you save EZ Numbers the first time, we recommend you save a working copy in to your Documents folder. That way you always have a clean, back-up copy in your Program Files folder.

Save the file as “Excel Macro-Enabled Workbook.” If you save in another format, it will not work. It will then be a .xlsm file.

9. The rest of these instructions are only necessary if you have problems with macros. Come back here if you have troubles. Otherwise, you’re all set!

If you need to further configure Excel to allow Macros to run. Macros are basically recorded key strokes that allow for navigation and functionality shortcuts. Here’s an example from pro formas that allow you to view periods in Months, Quarters, and Years:

This ability to see different views at the click of a button is one of the many proprietary macros in EZ Numbers.

10. Click File on the upper left hand corner, then Options on the bottom.

11. Click “Trust Center” on the left, then “Trust Center Settings” on the right.

12. Click “Macro Settings” on the left. Select “Disable all macros except digitally signed macros” in the middle. Then click Ok on the bottom.

13. Last step! Save Excel, quit the application, then re-open.

If the macros don’t work, you can try “Enable all macros.” Then when you’re done using EZ Numbers, change the security setting back to whatever you like. Note, EZ Numbers has gone through the Trusted Publisher certification process, and poses no threat to your system.

We apologize for the hoops you have to jump through to configure the program, but now you’re all set, and can make your custom pro formas today.

PC 2007

1. Look for the e-mail with the download link. You may need to check your Spam folder. Click on the download link.

2. Click to download.

3. Save the file.

4. Find the file in your download folder and open.

5. Install the file.

6. You’ll see this dialog box the first time you open EZ Numbers. Click “Always trust macros from this publisher” and “Enable Macros.”

7. EZ Numbers will now be saved in a folder called EZ Numbers in your Program Files.

8. When you save EZ Numbers the first time, we recommend you save a working copy in to your Documents folder. That way you always have a clean, back-up copy in your Program Files folder.

Save the file as “Excel Macro-Enabled Workbook.” If you save in another format, it will not work. It will then be a .xlsm file.

9. Finally, you need to configure Excel to allow Macros to run. Macros are basically recorded key strokes that allow for navigation and functionality shortcuts. Here’s an example from pro formas that allow you to view periods in Months, Quarters, and Years:

This ability to see different views at the click of a button is one of the many proprietary macros in EZ Numbers.

10. Click the Office Button on the upper left hand corner.

11. Click “Excel Options.”

12. Click “Trust Center” on the left, then “Trust Center Settings” on the right.

13. Click “Macro Settings” on the left. Select “Disable all macros except digitally signed macros” in the middle. Then click Ok on the bottom.

14. Last step! Save Excel, quit the application, then re-open.

If the macros don’t work, you can try “Enable all macros.” Then when you’re done using EZ Numbers, change the security setting back to whatever you like. Note, EZ Numbers has gone through the Trusted Publisher certification process, and poses no threat to your system.

We apologize for the hoops you have to jump through to configure the program, but now you’re all set, and can make your custom pro formas today.

PC 2003

1. Look for the e-mail with the download link. You may need to check your Spam folder. Click on the download link.

2. Click to download.

3. Save the file.

4. Find the file in your download folder and open.

5. Install the file.

6. You’ll see this dialog box the first time you open EZ Numbers. Click “Always trust macros from this publisher” and “Enable Macros.”

7. EZ Numbers will now be saved in a folder called EZ Numbers in your Program Files. When you save EZ Numbers the first time, we recommend you save a working copy in to your Documents folder. That way you always have a clean, back-up copy in your Program Files folder.

8. Finally, you need to configure Excel to allow Macros to run. Macros are basically recorded key strokes that allow for navigation and functionality shortcuts. Here’s an example from pro formas that allow you to view periods in Months, Quarters, and Years:

This ability to see different views at the click of a button is one of the many proprietary macros in EZ Numbers.

9. On the Menu Bar, select “Tools”, then “Macro”, then “Security”

10. Select “Medium.” This will allow the macros in EZ Numbers to run. You can also select “High” if you want, but with some system configurations it won’t work, even though EZ Numbers is a “trusted source.”

11. Finally, you need to activate an Add-In. Add-Ins are Excel components that provide additional functionality. To make NPV and IRR work correctly, you need to enable the Analysis ToolPak. To do this, select Tools, then Add-Ins.”

12. Select “Analysis Tool-Pak” then click Ok.

13. Last step! Save Excel, quit the application, then re-open. This will remove “Read Only.”

We apologize for the hoops you have to jump through to configure the program, but now you’re all set, and can make your custom pro formas today.

The EZ Numbers Team

MAC 2016

1. Look for the e-mail with the download link. You may need to check your Spam folder. Click on the download link.

2. Click to download.

3. Save the file.

4. Find the file in your download folder and open.

5. Install the file.

6. You’ll see this when the installation is complete. EZ Numbers will now be installed in your Applications folder.

7. When you open EZ Numbers, click “Enable Macros.”

8. IMPORTANT: When you save EZ Numbers, you need to save it as an Excel Macro-Enabled Workbook (.xlsm), or it will not work.

Now you’re all set, and can make your custom pro formas today.

MAC 2011

1. Look for the e-mail with the download link. You may need to check your Spam folder. Click on the download link.

2. Click to download.

3. Save the file.

4. Find the file in your download folder and open.

5. Install the file.

6. You’ll see this when the installation is complete. EZ Numbers will now be installed in your Applications folder.

7. When you open EZ Numbers, click “Enable Macros.”

8. IMPORTANT: When you save EZ Numbers, you need to save it as an Excel Macro-Enabled Workbook (.xlsm), or it will not work.